SOLICITATION__SOL-OAA-17-000006_PEPSE_MAR_15_2017.pdf

SOL-OAA-17-000006

Promoting Excellence in Private Sector Engagement

(PEPSE)

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Issuance Date: Wednesday March 15, 2017

Deadline for submitting Questions: Wednesday March 29, 2017

12PM EST

Closing Date and time for submission of proposals: Monday May 1, 2017

12PM EST

The applicable NAICS code: 541611

NAICS code description: Administrative Management and

General Management Consulting Services

EMAIL SUBMISSIONS ONLY

SUBJECT: Request for Proposals (RFP) SOL-OAA-17-000006

Dear Prospective Offeror:

The United States Government represented by The Agency for International Development (USAID) is issuing the referenced Solicitation no. SOL-OAA-17-000006 entitled, Promoting Excellence in Private Sector Engagement (PEPSE) to request proposals for Functional Support and Technical Advisory Support. The purpose for this activity is to advance the Agency-wide promotion of effective private sector engagement and facilitation of public-private partnership building.

This acquisition is a competitive 8(a) set-aside. Only proposals submitted by certified 8(a) firms will be accepted by the government. Firms must be 8(a) certified by the closing date of this solicitation to be considered compliant with the requirements of this solicitation.

Highlights USAID anticipates awarding a single award with two (2) base years and three (3) option year periods. In addition:

• USAID anticipates a maximum ordering limitation for this solicitation of $24,500,000. The maximum aggregate dollar cannot exceed this solicitation limitation.

• The applicable NAICS code is 541611 Administrative Management and General Management Consulting Services.

• Competitive quotes will only be accepted from qualified Small Businesses specifically 8(a).

• Using separate contract mechanisms there are currently two(2) incumbents accomplishing the tasks described in Section C. of this solicitation. The incumbents are SSG Advisors and Dexis Consulting Group.

• Best value is being used as an evaluation factor; factors other than only price will be considered in determining the successful offeror.

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Offerors are responsible for ensuring that proposals are received by USAID by the due date and time as specified above and in Section L. Failure to comply with the submission date will deem any submission unacceptable and it will not be reviewed or evaluated. Proposals (including all attachments and appendices) must be submitted electronically to Contract Specialist Nayo Tolbert at ntolbert@usaid.gov using only in PDF formats for requested and required documents where applicable.

Issuance of this solicitation does not constitute an award commitment on the part of the U.S.

Government, nor does it commit the Government to pay for any costs incurred in the preparation or submission of a proposal. Furthermore, the Government reserves the right to reject any offer, if such action is considered to be not in the best interest of the Government.

This RFP can be viewed and downloaded from www.fedbizopps.gov. USAID bears no responsibility for data errors resulting from transmission or conversion processes. Further, offerors should be aware that amendments to solicitations are occasionally issued and will be posted on FBO.gov attached to this solicitation. USAID advises to regularly check the above website for amendments.

Proposals are due electronically to ntolbert@usaid.gov no-later-than Monday May 1, 2017 at 12PM EST. Please note that an early submission is encouraged and welcomed.

Roderick Watson

/s/

Contracting/Agreement Officer – USAID 301 4th St. SW Washington DC 20253 mailto:ntolbert@usaid.gov

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Contents Definitions and Acronyms .......................................................................................................................................... - 7 -

PART 1 - THE SCHEDULE ................................................................................................................................................ - 8 -

SECTION B SUPPLIES OR SERVICES & PRICES OR COST .............................................................................. - 8 -

B.1 PURPOSE ............................................................................................................................................................. - 8 -

B.2 CONTRACT TYPES AND SERVICES .......................................................................................................... - 8 -

B.3 CONTRACT PERIOD OF PERFORMANCE ............................................................................................... - 8 -

B.4 MAXIMUM CONTRACT PRICE .................................................................................................................... - 8 -

B.5 BUDGET and CONTRACT LINE ITEMS ................................................................................................... - 8 -

Budget Table 1 ............................................................................................................................................................. - 10 -

B.6 TRAVEL and OTHER DIRECT COSTS .................................................................................................... - 11 -

B.7 DANGER PAY ALLOWANCE ..................................................................................................................... - 11 -

B.8 LABOR RATES AND LABOR CATEGORIES ......................................................................................... - 12 -

SECTION C DESCRIPTION/SPECIFICATION/STATEMENT OF OBJECTIVES/SCOPE OF WORK .... - 13 -

C.1 PURPOSE .......................................................................................................................................................... - 13 -

/OBJECTIVE ................................................................................................................................................................ ... - 13 -

C.2 BACKGROUND ............................................................................................................................................... - 13 -

C.3 GENERAL FRAMEWORK FOR SCOPE OF WORK ............................................................................. - 13 -

C.4 STATEMENT OF WORK /SPECIFIC TASKS ....................................................................................... - 15 -

SECTION D - PACKAGING AND MARKING ............................................................................................................. - 21 -

D.1 BRANDING POLICY ..................................................................................................................................... - 21 -

SECTION E - INSPECTION AND ACCEPTANCE .................................................................................................... - 22 -

E.1 FAR 52.252-2 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY ....................... - 22 -

REFERENCE (FEB 1998) .......................................................................................................................................... - 22 -

E.2 INSPECTION AND ACCEPTANCE ........................................................................................................... - 22 -

E.3 SCOPE OF INSPECTION ............................................................................................................................. - 22 -

E.4 QUALITY ASSURANCE ................................................................................................................................ - 23 -

E.4 RESPONSIBLE OFFICIAL ........................................................................................................................... - 23 -

SECTION F - DELIVERIES OR PERFORMANCE .................................................................................................... - 24 -

F.1 DELIVERABLES ............................................................................................................................................. - 24 -

F.2 752.7005 Submission Requirements for Development Experience Documents ............... - 24 -

(Sept 2013) .................................................................................................................................................................... - 24 -

F.3 752.242-70 PERIODIC PROGRESS REPORTS (OCT 2007) ........................................................ - 25 -

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F.4 REPORTS AND DELIVERABLE OR OUTPUTS ................................................................................... - 25 -

F.4.1. REPORTS ..................................................................................................................................................... - 26 -

F.4.2. PROGRESS REPORTING REQUIREMENTS ................................................................................... - 26 -

(B) Annual Report................................................................................................................................................. - 27 -

(C) Final Report ..................................................................................................................................................... - 27 -

(D) Other (Periodic Reports, Training Reports, Meetings) ............................................................ - 27 -

(E) Report Format .......................................................................................................................................... - 27 -

F.4.3. CONTRACT FINANCIAL REPORTING .............................................................................................. - 27 -

F.4.4. COMMUNICATION AND REPORTING .............................................................................................. - 28 -

F.5 PERFORMANCE STANDARDS ...................................................................................................................... - 28 -

F.6 PLACE OF PERFORMANCE ....................................................................................................................... - 29 -

F.7 PERIOD OF PERFORMANCE .................................................................................................................... - 29 -

F.8 OPTION PERIOD ........................................................................................................................................... - 29 -

F.9 PERSONAL IDENTITY VERIFICATION OF CONTRACTOR PERSONNEL (JAN 2011) ....... - 29 -

F.10 WORK WEEK .................................................................................................................................................. - 30 -

F.11 KEY PERSONNEL ......................................................................................................................................... - 30 -

F.12 AIDAIR 752.7001 BIOGRAPHICAL DATA FOR 752.7001 (JUL 1997) ..................................... - 30 -

SECTION G - CONTRACT ADMINISTRATION DATA .......................................................................................... - 31 -

G.1 PAYMENT AND VOUCHERS ..................................................................................................................... - 31 -

G.2 DOCUMENTATION FOR PAYMENT ...................................................................................................... - 31 -

G.3 PAYMENT UNDER TIME AND MATERIAL LABOR HOUR CONTRACT ................................... - 32 -

G.4 LIMITATION OF WITHHOLDING ........................................................................................................... - 36 -

G.5 INVOICE FREQUENCY ................................................................................................................................ - 36 -

G.6 NOTICE OF PROGRESS PAYMENTS ..................................................................................................... - 36 -

G.7 LIMITATION OF FUNDS ............................................................................................................................ - 37 -

G.8 APPROVAL AUTHORITY ............................................................................................................................ - 38 -

G.9 PERSONNEL COMPENSATION AIDIAR 752.7007 ........................................................................... - 38 -

G.10 ADMINISTRATIVE CONTRACTING OFFICE .................................................................................. - 38 -

G.11 ADMINISTRATIVE CONTRACTING OFFICER ............................................................................... - 39 -

G.12 CONTRACTING OFFICER’S AUTHORITY ........................................................................................ - 39 -

G.13 CONTRACTING OFFICER’S REPRESENTATIVE (COR) ............................................................ - 39 -

LIMITATIONS: ......................................................................................................................................................... - 39 -

G.14 TECHNICAL DIRECTIONS/RELATIONSHIP WITH USAID ........................................................... - 40 -

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G.15 CONTRACTOR'S PRIMARY POINT OF CONTACT and PAYMENT ADDRESS ....................... - 41 -

G.16 ACCOUNTING AND APPROPRIATION DATA .................................................................................... - 41 -

G.17 RIGHT TO PROCURE FROM OTHER SOURCES ................................................................................ - 41 -

G.18 ACCEPTANCE AND APPROVAL ......................................................................................................... - 41 -

G.19 CONTRACTOR’S PRIMARY POINT OF CONTACT ............................................................................ - 41 -

G.20 LANGUAGE REQUIREMENTS ............................................................................................................. - 41 -

G.21. CONTRACTOR’S PAYMENT ADDRESS ............................................................................................ - 41 -

G.22. OMBUDSMAN ............................................................................................................................................ - 41 -

SECTION H - SPECIAL CONTRACT REQUIREMENTS ........................................................................................ - 43 -

H.1 USAID-FINANCED THIRD-PARTY WEB SITES (AUH 2013) ....................................................... - 43 -

H.2 302.3.5.22 Submission of Datasets to the Development Data Library (DDL) (October 2014)

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H.3 INFORMATION SYSTEM SECURITY ..................................................................................................... - 45 -

H.4 SECURITY CLEARANCE.............................................................................................................................. - 46 -

H.5 REQUIRED SECURITY CLAUSES: ........................................................................................................... - 47 -

H.6 DISCLOSURE OF INFORMATION (AIDAR) ........................................................................................ - 50 -

H.7 EXECUTIVE ORDER ON TERRORISM FINANCING (FEB 2002) ................................................ - 50 -

H.8 NEWS RELEASE ............................................................................................................................................ - 51 -

H.9 EXECUTIVE ORDER ON TERRORISM FINANCING (FEB 2002) ................................................. - 51 -

H.10 AIDAR 752.222-70 USAID Disability Policy (DEC 2004) ............................................................. - 51 -

H.11 CONFERENCE PLANNING AND REQUIRED APPROVALS (AUG 2013) .................................. - 51 -

H.12 USAID Implementing Partner Notices (IPN) (JUL 2014) ............................................................. - 52 -

H.13 AUTHORIZED GEOGRAPHIC CODE .................................................................................................. - 53 -

H.14 752.245-70 Government Property—USAID Reporting Requirements (July 1997) ......... - 53 -

H.15 AIDAR 752.7003 Documentation for Payment (NOV 1998) ...................................................... - 53 -

H.16 Earned Value Management System (NOV 2016) ...................................................................... - 54 -

H.17 Environmental Provisions ........................................................................................................................ - 55 -

SECTION I CONTRACT CLAUSES ............................................................................................................................... - 57 -

NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE ........................................ - 57 -

AIDAR Clauses Incorporated By Reference (MAR 2015) ........................................................................... - 57 -

FAR 52.102 Incorporating Provisions and Clauses ...................................................................................... - 57 -

TABLE A AIDAR CLAUSES ....................................................................................................................................... - 58 -

Table B FAR Clauses ................................................................................................................................................ - 60 -

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Clauses and Provision in full text Section I ...................................................................................................... - 63 -

SECTION J. ATTACHMENTS ......................................................................................................................................... - 87 -

ATTACHMENT J.1 Past Performance Template (Short Form) ...................................................................... - 87 -

SECTION L – INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS .......................................... - 88 -

L.1. 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998) ........ - 88 -

L.2. GENERAL INSTRUCTIONS AND INFORMATION TO OFFERORS .............................................. - 88 -

L.3 RECEIPT OF PROPOSALS AND DELIVERY INSTRUCTIONS ........................................................ - 89 -

L.4 INSTRUCTIONS FOR THE PREPARATION OF THE TECHNICAL AND COST PROPOSAL ..... - 90 -

L.4.1 FACTOR 1 – TECHNICAL APPROACH AND CAPABILITY ................................................................. - 91 -

L.4.2 FACTOR 2:................................................................................................................................................... - 92 -

Management Plan/Staffing Plan, Institutional Capacity, and Key Personnel .................................... - 92 -

L.4.3 Factor 3 – Past Performance .................................................................................................................... - 93 -

L.5 SECTION II – PRICE PROPOSAL: ................................................................................................................... - 93 -

L.6 Competitive Range and Oral Presentations....................................................................................... - 95 -

SECTION M. EVALUATION FACTORS ...................................................................................................................... - 97 -

M.1. GENERAL INFORMATION ......................................................................................................................... - 97 -

M.2. TECHNICAL EVALUATION FACTORS .............................................................................................. - 97 -

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Definitions and Acronyms

ADS Automated Directives System AM Activity Manager APS Annual Program Statement CDCS Country Development Cooperation Strategy CO Contracting Officer COR Contracting Officer’s Representative CTP Center for Transformational Partners CV Curriculum Vitae DEC Development Experience Clearinghouse DOC Development Outreach and Communications FSO Facility Security Officer GDA Global Development Alliance LOE Level of Effort LTTA Long Term Technical Assistance M/B/IO Mission, Bureau, or Independent Office M&E Monitoring and Evaluation NAICS North American Industry Classification System NGO Non-Governmental Organization NISP National Industrial Security Program NTE Not To Exceed OPM Office of Personnel Management POC Point of Contact PPP Public Private Partnership PSE Private Sector Engagement PSETS Private Sector Engagement Technical Support PSESI Private Sector Engagement for Strategic Initiative PVO Private voluntary organization RFP Request for Proposal SAM System for Award Management STTA Short Term Technical Assistance SOW Scope of Work

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PART 1 - THE SCHEDULE

SECTION B SUPPLIES OR SERVICES & PRICES OR COST

B.1 PURPOSE

The purpose for this solicitation is to procure institutional support services for functional support services technical support, and surge support from a certified 8(a) contractor. This effort will support the advancement of the Agency-wide promotion of effective private sector engagement and facilitation of public-private partnership building. United States Agency for International Development (USAID) LAB/Center for Transformational Partnerships (CTP) is seeking services in accordance with the requirements specific in this solicitation and section C.

B.2 CONTRACT TYPES AND SERVICES

The Government anticipates awarding a Time and Materials contract with Direct Labor Hours.

Direct labor hours are quoted at fixed hourly rates to include wages, overhead, general and administrative expenses and profit. The Contractor must be able to perform all services identified in Section C.

B.3 CONTRACT PERIOD OF PERFORMANCE

The USG anticipates an award with a 2 year base with potentially 3 option years or 5 years inclusive of options.

B.4 MAXIMUM CONTRACT PRICE

This is a single time and materials contract with a cumulative ceiling not to exceed $24,500,000.

B.5 BUDGET and CONTRACT LINE ITEMS Budget Table 1.1 is included to illustrate the budget details. The offeror should provide and illustrative in the same format as the sample provided. The offeror is to add the labor categories as it determines the labor categories and the labor mix needed to meet the requirements of each objective. Plug figures have been provided for travel for budget purposes for cost proposals, to ensure offerors are able to provide a realistic cost proposal.

The key personnel positions for the award will operate consistently throughout the life of the award; the level of effort for key personnel is 2080 hours. All other positions the offeror must propose the labor categories and the level of effort. The offeror must address/acknowledge how it will address the staffing needs. This contract includes anticipated institutional support. In some instances it may be long term technical assistance (LTTA) and short term technical assistance (STTA) the offer must be able to provide timely response to the request (SURGE).

PLEASE NOTE: these services are dependent on demand and are TBD. There are no specific number of consultants required by task however, the offeror is expected to respond quickly at any given time to request for expert consultant services in the technical areas. The stated technical areas are:

• Training, Community of Practice;

• Knowledge Management;

• Partnerships Insight;

• Monitoring and Evaluation (M&E); Policy;

• Mission Engagement;

• Partner Engagement;

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• Partnerships Communications;

• Collective Action/Co-creation;

• Entrepreneurship;

• Impact Investing and Diaspora.

Expert consultants may overlap on subject matter categories.

When submitting budgets adhere to the following:

Per FAR 16.601, The contractor shall provide fixed hourly rates that include wages, overhead, general and administrative expenses, and profit.

Per FAR 16.601, The contractor shall specify separate fixed hourly rates that include wages, overhead, general and administrative expenses, and profit for each category of labor to be performed by—

(A)The contractor;

(B) Each subcontractor; and

(C) Each division, subsidiary, or affiliate of the contractor under a common contract.

The offeror should provide costs for direct materials, subcontracts, other direct costs as applicable.

The time and materials labor CLINs will be funded and ordered on a demand-driven basis.

Travel CLIN is estimated not to exceed cost listed below and all travel costs will be reimbursed at cost to the contractor. The Contractor shall be responsible for tracking and reporting the level of effort for all funded CLINs and ensuring stated levels are not exceeded.

The Contracting Officer’s Representative (COR) has the authority to adjust the number of hours amongst existing labor categories in the Contract as long as the total dollar value of labor ordered is not exceeded for that Contract Year. The COR must provide this approval in writing before the Contractor may make any adjustments to labor CLINs. The Contractor must forward their request to the COR for approval and then to the Contracting Officer for modification to update the Contract document.

There is no guarantee the Government will reach the ceiling established per contract year as the need for services are driven by the Agencies demand for Private Sector Engagement.

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Budget Table 1

CLIN

Personnel Proposed Labor Category

Proposed Level of

Effort hrs/yr

Base Year 1

Base Year2 OY1 OY2 OY3

Total Estimated

Cost

01 Key Personnel Project Director Project Director 2080

02 Key Personnel Senior Communications & Engagement Lead

Program Manager 2080

03 Key Personnel Technical Director

Sr. Principal Consultant 2080

04a Task 01 Community of Practice and Knowledge Management Support

• Proposed Staff

• Proposed Staff

• Proposed Staff

Proposed

04b Task 02 Data Collection Analysis and Monitoring and Evaluation

• Proposed Staff

• Proposed Staff

04c Task03 Training Knowledge Mangement

• Proposed Staff

• Proposed Staff

04d Task 04 Communications

• Proposed Staff

• Proposed Staff

• Porposed Staff

04e Task 05 Private Sector Engagement

• Proposed Staff

• Proposed Staff

• Porposed Staff

04 Task 06 Private Sector Engagement Strategic Initiatives

• Proposed Staff

• Proposed Staff

05 Other Direct Cost

06 Travel - - 100,000 100,000 100,000 100,000 100,000 500,000

TOTAL

ESTIMATED

COST

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Note 01: This is an illustrative table, see Section L for further instructions/clarification

Note 02: These services are dependent on demand and are TBD. There are no specific number of consultants required by task however, the offeror is expected to respond quickly at any given time to request for expert consultant services in the technical areas.

Note 03: The contractor will have flexibility to add and subtract short term technical assistance (STTA) and long term technical assistance (LTTA) is required (as indicated in the budget) (SURGE).

Note 04: No profit or fee will be applied to Other Direct Costs, in accordance with FAR 16.601.

B.6 TRAVEL and OTHER DIRECT COSTS Travel if authorized shall be reimbursed at cost and shall be conducted in accordance with Travel Regulations and the Cost Principles outlined FAR Part 31.205-46. Travel costs will be reimbursed at cost and in accordance with the Federal Travel Regulation (FTR), Department of State Per Diem Rates, and FAR Part 31 Cost Principles.

Local travel (travel to and from normal job site, supervisory personnel traveling to a Government site or alternative facility to conduct training, personnel temporarily working at a Government site or alternative facility will consider such facility his/her normal job site) will not be reimbursed under the contract, sub-awards, or subcontracts for Washington, DC metropolitan area based work All travel must be approved by the designated Contracting Officer Representative (COR). All Travel request should be submitted with a narrative and must have origination and destination points and include all cost associated with the planned travel. International Travel approvals will be negotiated and granted by the Cognizant COR for Travel up to $10,000 per person per event on individual basis. Travel will be primarily to support USAID Missions on private sector assessments, support training, diaspora research, and contribute to additional capacity building endeavors.

The offeror will be expected to deploy to Missions around the world to participate in field-based assessments and/or trainings. For budgeting considerations the plug figures are provided.

Therefore, the offeror should estimate cost as realistically as possible. The Department of State per diem rates may be used to determine travel cost.

ODCs will be required as necessary. The Contractor will be reimbursed at cost and shall not exceed the established ceilings’ without prior Contracting Officer approval. The U.S. dollar costs allowable shall be limited to reasonable, allocable, and necessary costs determined in accordance with FAR 52.216-11 and AIDAR 752.7003 Documentation for Payment.

B.7 DANGER PAY ALLOWANCE

The Contractor employees may receive Danger Pay as a percentage of their unloaded basic compensation. Neither overtime or other premium pay nor other allowances are factored into the calculation of Danger Pay. Danger Pay is paid only for hours for which basic compensation is paid

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(DSR 655). The Contractor will be reimbursed for payments made to its employees for Danger Pay not to exceed that paid USAID employees in the cooperating country. For additional information, please see the Department of State Standardized Regulations (DSSR), Chapter 650.

B.8 LABOR RATES AND LABOR CATEGORIES

(a) The labor rates are fixed for all contract year periods; however, the Contractor may submit a proposal to reduce or increase the labor rates and/or indirect rates applicable to materials at any time during the life of this contract. The Government will review these proposals and determine if the revised rates are realistic and in the best interests of the Government. If the rates are accepted, the Government will modify the contract by incorporating the new rates into the contract.

(b) At any time and throughout the life of the contract, at the request of either the Contractor or the Government, the Contractor may propose additional labor categories, rates and descriptions in addition to the contractual labor categories. These additional labor categories, rates, and descriptions will be negotiated on a case-by-case basis and may only be approved by the Contracting Officer. This change will not increase the Total Estimated Cost of the contract.

(c) Labor Categories are composed of the burdened rates (wages, overhead, general and administrative expenses, and profit). The labor category rate must also be presented in an unburdened hourly rate format. The unburdened rate should show the rate paid to an individual for Labor Category plus indirect cost such as Fringe Benefits, Overhead, Facilities Capital Cost of Money, General and Administrative as well as Fee or Profit. Labor rates apply to subcontractors.

END OF SECTION B

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SECTION C DESCRIPTION/SPECIFICATION/STATEMENT OF OBJECTIVES/SCOPE OF WORK

C.1 PURPOSE/OBJECTIVE

To procure services that will enable CTP (and other units within the Lab, as appropriate) to provide on-going functional support and technical assistance to M/B/IOs as they increase the capability and relationships related to Private Sector Engagement and building of new partnerships. The purpose for this solicitation is to procure services intended for CTP, Missions, Bureaus, and Independent Offices (M/B/IOs) within USAID to access communication, technical and institutional support services to continue the facilitation of building partnerships with the private sector in order to achieve sustainable development impacts.

C.2 BACKGROUND

USAID’s Global Development Lab’s Center for Transformational Partnerships (“LAB/CTP” or “CTP”) seeks to advance the ways that USAID collaborates with partners in order to produce sustainable development impact. CTP develops global partnerships with a wide range of public and private sector stakeholders to expand the impact and sustainability of global development programming, and builds the capacity of the entire Agency to pursue partnerships of all types in order to end extreme poverty. Through private sector engagement (PSE), collective action, and the cultivation of entrepreneurial ecosystems, CTP is improving the policy and practice of private sector engagement throughout the Agency and is directly scaling breakthrough innovations through transformative partnerships.

Due to the significant work that was successfully accomplished under the previous contracts, CTP faces even greater demand for services from across the Agency. More Missions are including PSE in their Country Development Cooperation Strategy (CDCS), as well as activity design and taking great advantage of the Global Development Alliance Annual Program Statement (GDA APS). More Bureaus are setting up partnerships teams, in need of guidance and technical assistance. In the last eighteen months, CTP has been required to support and respond to three unexpected White House or Administrator priorities. In order to continue providing highly specialized and elite services, CTP is consolidating the contract services to ensure the continued superior level of performance and increase efficiencies in management and cost.

C.3 GENERAL FRAMEWORK FOR SCOPE OF WORK

The scope of work encompasses personnel and staffing services to fulfill the Agency’s goals and objectives. This solicitation is to procure technical assistance and other support for the implementation of USAID’s Global Development Lab’s Center for Transformational Partnerships (CTP) program entitled “Promoting Excellence in Private Sector Engagement” (PEPSE). The successful potential offeror shall provide experienced personnel to perform highly specialized support and technical support (field-based assessments; strategic reviews and planning; and development of instructional materials) and the day-to-day team augmentation (communications, knowledge management, and logistical support). The successful potential offeror shall be directly responsible for ensuring the accuracy, timeliness and completeness of assignments and the tasks.

The Offeror will supply the highest quality professional service to support the volume of work generated by our offices. The work requires skill in the use of a number of common and commercial software applications. The task the successful potential offeror are to perform are described herein.

The successful offeror is required to provide three key personnel to oversee the project, with the Project Director filling the role of lead point of contact for all actions for the period of performance of this contract. The three key personnel are Project Director, Senior Communications and

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Engagement Lead, and Technical Director. The requirements for the three key personnel are outlined in C.5.1. The successful offeror will need to review the requirements under the two concentrations and provide the labor mix needed to successfully achieve the overall goals of the contract. In addition to providing the appropriate personnel to perform the tasks outlined under the two concentrations, the successful potential offeror is expected to support events (requiring support and expertise). It is anticipated that a large portion of the technical assistance and training will require international travel. An overview of the events and travel are provided below. The description of events and travel are included but are not limited to what is listed within the narrative, or under a specific task.

The list of deliverables is not exhaustive but provides detail for the offeror to build an appropriate bid. The offeror’s ability to undertake these tasks will be the basis for evaluation and awarding of the contract. The contractor will demonstrate the capabilities to:

(1) Assist in administrative and programmatic functions in support of CTP programs;

Engage external audiences in the program and communicate results; and

(2) Manage data and conduct analysis, and to provide various forms of technical assistance to grantees. Additional work is anticipated beyond, but related to, these tasks. The work plans, agreed upon between the COR and Contractor, will provide more detail as it relates to specific tasks, deliverables and timelines. The offeror should be prepared to provide both short term assistance (deliverable-based), as well as on-going support related to CTP’s day-to-day work and responsibilities. It is acknowledged that some elements may require delivery through sub-contracts and that this set of tasks and deliverables may be treated as illustrative.

C.3.1 Events and Special Projects

Historically, CTP has hosted between two and four major events per year, requiring extensive support from its functional support contractor. These have included:

1) Global Partnership Week the contractor was available for the kick off (a one day external event hosted by USAID and Department of State - consisting of a full day of lectures, guest speakers, and round tables all focused on the topic of building and expanding public private partnerships for development and diplomacy. The event includes approximately 350 participants and requires logistics; scheduling; promotion; liaising with facilitators and speakers; development of promotional materials, etc.)

2) Private Sector Engagement Forum - historically, a three-day event primarily focused on bringing together PSE-related USAID staff in Washington for networking, training, and information sharing. This also includes half day with private sector participation.

3) Diasporans in Development - similar to GPW, this is an external facing event, hosted by USAID (in coordination with Department of State and other partners) to bring together the Diaspora with Development and Private sector professionals to identify opportunities to collaborate. A one day event, traditionally hosted in the Washington, DC area.

4) Relationship Managers Retreat - internally to USAID, a convening of approximately 50 USAID staff who have additional responsibilities related to managing relationships with multinational organizations on behalf of USAID. This entails identifying space; setting agendas; bringing on facilitators for constructive dialogue; providing note takers and support staff for all sessions;

and writing reports following the event.

Other events may be planned, according to the needs of CTP and any unanticipated priorities determined by the Senior Leadership at USAID or the White House.

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C.3.2. Travel

CTP provides regular advisory services support to Missions around the world, which oftentimes includes on-site interactions (training; private sector landscape assessments; capacity building for Mission staff; facilitating the development of a new partnership). Much of this work is done with core CTP staff and support from the contractor. Traditionally these are one to two week field-based events, requiring anywhere from one to seven contractor staff. Trips in the SOW are illustrative and based on historical norms, but the successful potential offeror will be expected to staff international travel, as needed and determined by the COR once implementation begins.

C.4 STATEMENT OF WORK /SPECIFIC TASKS

The expected outcomes are separated by two areas of concentration (1) Functional Support and

(2) Technical Advisory Support. There are 6 core capability (Task) areas. Each Offeror is required to maintain continuity of information to ensure the efficient achievement of deliverables.

TABLE 2

Concentration 1:

Functional Support (on going )

Concentration 2:

Technical Advisory Support (as needed basis)

1. Community of Practice and Knowledge Management Support

2. Data Collection, Analysis, and Monitoring and Evaluation

3. Training

4. Communications

5. Private Sector Engagement Technical Support

6. Private Sector Engagement for Strategic Initiatives (SURGE)

CONCENTRATION 1: FUNCTIONAL SUPPORT

TASK 1: Community of Practice and Knowledge Management Support

Provide support for CTP in the areas of communities of practice and knowledge management.

Deliverables include, but are not limited to:

● Facilitate physical and online convening of communities of practice (e.g. Agency-wide Private Sector Engagement Community of Practice calls (with web-based content), Agency- Wide Diaspora Working Group, etc.). This will include logistics planning; supporting online software needs for webinar-type meetings; oversee the communication components (phone lines; web-based platforms; etc.)

● Manage and maintain member lists for relevant communities of practice supported by CTP;

● Develop and disseminate PSE knowledge management tools including how-to guides for

Agency staff as well thought leadership products and publications;

● Create and maintain a database of all knowledge products, as well as support the updating of materials at appropriate times, updating internal intranet site with new materials, and ensuring CTP has access to editable versions of all the materials.

● Work with CTP to develop and utilize lessons learned and knowledge products related to CTP’s provision of Advisory Services and determine ways to help CTP incorporate such lessons into learning and training activities

● Develop and implement one or more networking events among Agency staff around private sector engagement. These events could include (but are not limited to); topic-specific brown bag meetings; hosting of forums that bring together Agency Staff. Development Professionals, and the private sector to discuss opportunities for collaboration.

(PEPSE)

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● Assist with identifying and subcontracting firms that can conduct PSE research as requested by CTP and other MBIOs.

TASK 2: Data Collection, Analysis, and Monitoring and Evaluation (M&E)

Provide support to advance CTP’s objectives around gathering timely, quality data on PSE and partnerships activities across the Agency; assessing the value and results of partnerships through effective M&E; and using data and M&E to inform decision making.

Deliverables include, but are not limited to:

● Gather data on USAID’s global portfolio of partnerships through an annual Agency data call, along with providing analysis and ongoing management of that data both internally and externally;

● Perform data searches, analyses and reporting as needed, particularly in support of CTP and USAID Senior Management requests; and,

● Assist with the design and execution of monitoring the performance and effectiveness of CTP’s offerings and activities (e.g. post-training surveys);

● Assist with identifying and developing M&E frameworks and indicators that can be applied to Agency PSE activities

TASK 3: Training (Knowledge Management)

Provide support to CTP and other USAID units, under specific circumstances, on training strategy, curriculum design, training course development, and overall production and management of knowledge products.

Deliverables include, but are not limited to:

● Based on strategic direction and other parameters provided by CTP, help refine the CTP internal training and capacity building strategy and curriculum on private sector engagement and partnerships;

● Assist in the design and development of core training offerings, including classroom trainings, online trainings, and practitioner workshops or seminars. Offeror will be responsible for course methodology, modules and materials – with CTP providing technical content - to complement training objectives;

● Coordinate with relevant training Points of Contact (POCs) for other Agency courses where PSE themes are highlighted to ensure they have the most relevant and up-to-date information. Examples include training courses for new Foreign Service Officers and the AOR/COR certification courses;

● Support delivery of classroom trainings and workshops by providing staff who can serve as on-site training coordinators;

● Identify and provide personnel capable of delivering portions of CTP trainings and workshops, including the presentation of technical content;

● Work with USAID’s Human Resources team to ensure partnerships and private sector engagement trainings are consistent with Agency requirements and needs;

● Coordinate training budgets, trainer travel, and other key logistics;

● Conduct post-training follow-up activities and evaluate the quality and impact of CTP training offerings.

TASK 4: Communications

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CTP’s core mandate is to leverage partnerships to achieve development outcomes across the agency. Achievement of this task requires a comprehensive toolkit of communication resources to achieve optimal internal and external communications (planning of events, publications, media and social media).

Deliverables Include, but are not limited to:

● Develop and implement comprehensive external engagement and communications strategies and/or campaigns for specific programs and/or across a portfolio of programs;

● Create and maintain coherent, compelling, visually appealing, and impactful messaging about CTP and the Lab as a whole, in addition to specific programs;

● Plan, design and deliver internal and external agency events initiated by CTP to advance partnerships and private sector engagement;

● Manage all logistics needed for events, including but not limited to protocol support, venue identification and contracting, design of backdrops and staging, managing RSVPs and event invitations, management of catering, A/V, printing, development of materials and communications;

● Demonstrate knowledge of and expertise in USAID branding requirements and guidelines.

● Develop core CTP communications and marketing collateral, including websites, talking points, speeches, briefing documents, and presentations;

● Create press and media pitches and develop press releases and other public communication materials;

● Support CTP’s social media presence and activity with respect to partnerships and private sector engagement;

● Develop materials to be used in partnership meetings (e.g. preparing briefs, company profiles, training materials, etc.);

● Support travel logistics for USAID for paid travel by grantee, presenter, and others as directed by USAID, including: Serving as the primary POC for communications with the traveler; Coordinating scheduling and reservations; Assisting with visa processing support; Managing financial tracking and accounting and voucher processing; and

● Planning and creating media events for CTP or other Centers in the Lab

CONCENTRATION 2: TECHNICAL ADVISORY

TASK 5: Private Sector Engagement Technical Support/Mission Engagement

Augment the capacity of the CTP team and other Agency technical teams. The offeror will need to travel to Missions to conduct specific engagements and technical analyses to provide PSE and partnerships-related technical assistance to M/B/IOs. This includes the ability to mobilize quickly for White House or Administrator priorities.

Deliverables Include, but are not limited to::

● Provide guidance to Missions on opportunities to utilize the full range of Agency approaches to PSE to advance their strategic goals, including public-private partnerships, credit guarantees, multi-stakeholder alliances, and approaches to leveraging private capital and blended investing models;

● Develop knowledge products for mission audiences including support of mission-based private sector engagement efforts;

(PEPSE)

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● Provide analyses on how best to integrate private sector engagement (including but not limited to partnership building) into country strategies and project design, leveraging CTP and Agency past experiences and identified best practices;

● Assist Missions to develop and implement PSE/partnership strategies and related approaches and processes;

● Conduct internal M/B/IO assessments focusing on internal processes and staffing recommendations that promote private sector engagement;

● Conduct desk reviews, including country mapping of key private sector organizations whose business interests intersect with Mission priorities and interests in country;

● Produce draft work-plans and Scopes of Work (SOWs) for CTP temporary duty support, including requisite prep work, in-country meetings, potential follow-up actions, etc. If requested, the contractor would also support the identification and scheduling of in-country meetings for CTP and Mission teams with private sector partners and other stakeholders;

● Support and participate in (country-wide, multi- or single-sector) private sector assessments, including logistical support (e.g. setting-up meetings, transportation) and drafting and finalizing the reports;

● Propose potential performance metrics and contribute to M&E plans for a range of partnership projects;

● Conduct analysis of potential partners for engagement in Lab-wide priorities and key Agency strategic priorities and initiatives. This effort could include: conducting background research on potential partners; identifying key contacts; and mining of relevant USAID information/data for relevant information; and,

● Provide expert advice on entrepreneurship, impact investing, mobilizing private resources (including from diaspora communities), to meet the development goals as articulated by CTP or other offices and Missions.

TASK 6: Private Sector Engagement for Strategic Initiatives (SURGE)

USAID regularly seeks to engage the private sector as partners in new or unanticipated Administration and Agency strategic initiatives. This task will support the requirement that CTP be prepared to respond to Agency and White House priorities with limited notice. Also known as surge support, an offeror should be capable of quickly mobilizing a team with both technical expertise in PSE and functional expertise in areas such as program management and communications to provide dedicated support to a Lab or Agency strategic initiative or priority, particularly during the phase of formulating, designing, and launching said initiative or priority.

The specific needs under this task will be determined, as new priorities, initiatives, or global development issues arise.

Deliverables Include, but are not limited to:

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